In BBEC, when processing Online Giving Revenue Batches which have been downloaded from BBIS, the CRM/BBIS matching algorithm will match against deceased/inactive as well as live records. Preferably deceased records should be omitted, because it is not possible for a deceased Constituent to make a new donation. Alternatively, if the deceased records continue to be included, there should be a flag to indicate that the record is deceased, so the user can investigate.
Organization Name (Please enter full organization name) | University of Oxford |
Reported Version | 4.0 |
This is a similar problem with LO Sync.